Schroders Private Asset NA

Channel profile:

North America private assets, outcome-oriented approaches & solutions

Through its Wealth Management Solutions team, Schroders aims to help US private and high-net-worth investors solve for a range of income, wealth preservation, and alpha needs through a global network of distinctive long-term investments such as private equity, private debt, real estate, and other alternatives capabilities. The team also provides customized portfolio solutions expertise to further enhance the achievement of today’s complex investment objectives.

Please join Jessica Ground and the Sustainable Investment team as they dive into the ESG topics currently making waves.

No one wants to vacation on a beach full of plastic. With more regions talking about banning some plastic items, what is the impact for the plastics supply chain, and end users. Meanwhile, as summer temperatures reach record highs, we will revisit our Schroders Climate Progress Dashboard a year on from launch and see how the thermostat is re-calibrating. Finally, as you pack up the car for your big summer trip, is there a residual risk that is not being captured within the auto loan industry, despite banks tighten up their consumer protection rules and processes?

Please join Jessica Ground and the Sustainable Investment team as they dive into the ESG topics currently making waves.

No one wants to vacation on a beach full of plastic. With more regions talking about banning some plastic items, what is the impact for the plastics supply chain, and end users. Meanwhile, as summer temperatures reach record highs, we will revisit our Schroders Climate Progress Dashboard a year on from launch and see how the thermostat is re-calibrating. Finally, as you pack up the car for your big summer trip, is there a residual risk that is not being captured within the auto loan industry, despite banks tighten up their consumer protection rules and processes?

We explore two approaches to managing equity risk, and why both should be carefully considered given today’s market levels:

1.Strategic: Making an allocation to a drawdown-oriented risk-managed equity strategy designed to improve a total portfolio’s risk/return profile

2.Tactical: Designing and implementing a strategy designed to limit acute short-term equity losses late in the cycle

Seth Finkelstein, Head of US Portfolio Solutions, and Julien Manhood, Solutions Manager, outline the merits for such equity risk management strategies within the context of an institutional client’s portfolio.

Johanna Kyrklund, Global Head of Multi-Asset Investments, provides a mid-year assessment of the Team’s cyclical & risk scenarios, as well as where they anticipate opportunities arising across the global markets. Topics to be discussed include:

* Are risks in the global economy moving from a reflationary bias to stagflation?
* Mid-term scorecard for the Fed
* Comparing & contrasting European versus US opportunities and risks
* Is it time to re-engage with emerging markets from an asset allocator’s perspective?
* And Q&A

Disruption and technological innovations are creating opportunities in select businesses for private asset investors. But perhaps what makes a more meaningful difference is not the company itself, but the investment stream and expertise behind the venture. Steven Yang of Zurich-based Schroder Adveq, with Valentine Whittaker, Alternatives Director at Schroders, offer their views on how a best-in-class pursuit of the most prominent new wave tech ventures and sustainable return prospects can truly differentiate within this nuanced segment of the market in an age when traditional research, valuation models, and policy simply lead to noise and generic rhetoric.

Speaker Bio:

Steven Yang is the Head of the Adveq Technology program and in charge of Schroder Adveq’s investments in the US technology space from seed/early stage venture to buyout strategies. As part of Schroder Adveq’s global benchmarking practice he is also involved in Schroder Adveq’s Asian venture investments.

Steven holds a Bachelor's degree in Finance and International Business from New York University, US.

A variety of market and political volatility year to date have investors laser-focused on the global economic backdrop. With valuations pushing historical limits, a stable but flattening yield curve, trade wars and of course China’s 2018 NPC moving their new lower-growth agenda forward, Schroders Azad Zangana examines where he and the Economics team are seeing smoke -- and where there might actually be fire -- as this unprecedented "Goldilocks" economic cycle continues to chart new territory.